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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,262 | $107,941+47.5% | $91,994+73.1% | $152,897+4.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.73% | 89.28%-68.6pp | 69.04%-48.3pp | 345.43%-324.7pp |
| Employer contribution / active EE | $16,997 | $4,212+303.6% | $3,453+392.3% | $4,764+256.8% |
| Participant deferral / active EE | $16,300 | $6,366+156.1% | $5,924+175.2% | $5,851+178.6% |
| Admin fee / account holder | $20 | $10,521-99.8% | $7,744-99.7% | $11,599-99.8% |